Epr Properties
EPR- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001045450
In the last 90 days, Epr Properties insiders filed 0 open-market purchases and 5 sales; 489 institutions reported holding it in 13F filings for Q2 2026, worth $3.68B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Epr Properties as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 327
- −2 vs. Q4 2022
- Shares held
- 59.7M
- +184.9K (+0.3%) vs. Q4 2022
- Total value
- $2.26B
- +$11.9M (+0.5%) vs. Q4 2022
- New holders
- 35
- 132 more added
- Sold out
- 37
- 102 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EPR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 489 | $3.68B |
| Q1 2026 | 465 | $3.06B |
| Q4 2025 | 458 | $3.02B |
| Q3 2025 | 455 | $3.52B |
| Q2 2025 | 417 | $3.52B |
| Q1 2025 | 388 | $3.07B |
| Q4 2024 | 364 | $2.38B |
| Q3 2024 | 356 | $2.63B |
| Q2 2024 | 355 | $2.22B |
| Q1 2024 | 350 | $2.28B |
| Q4 2023 | 353 | $2.74B |
| Q3 2023 | 327 | $2.45B |
| Q2 2023 | 340 | $2.72B |
| Q1 2023 | 327 | $2.26B |
| Q4 2022 | 332 | $2.25B |
| Q3 2022 | 319 | $2.13B |
| Q2 2022 | 337 | $2.76B |
| Q1 2022 | 352 | $3.20B |
| Q4 2021 | 323 | $2.80B |
| Q3 2021 | 309 | $2.88B |
| Q2 2021 | 317 | $3.15B |
| Q1 2021 | 294 | $2.92B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 27,085 | $1.03M | 0.00% | −1,777−6.2% | Reduced |
| Assetmark, Inc | 28,596 | $1.09M | 0.00% | +2,705+10.4% | Added |
| Guggenheim Capital LLC | 28,621 | $1.09M | 0.01% | −196−0.7% | Reduced |
| Franklin Resources Inc | 29,562 | $1.13M | 0.00% | −7,522−20.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 29,591 | $1.13M | 0.03% | −22,130−42.8% | Reduced |
| Deutsche Bank AG | 29,667 | $1.13M | 0.00% | +1,878+6.8% | Added |
| Lighthouse Investment Partners, LLC | 30,000 | $1.14M | 0.10% | +30,000 | New |
| ING Groep NV | 30,500 | $1.16M | 0.01% | +30,500 | New |
| Alberta Investment Management Corp | 30,600 | $1.17M | 0.01% | +6,400+26.4% | Added |
| Algert Global LLC | 30,692 | $1.17M | 0.06% | +2,871+10.3% | Added |
| Quantinno Capital Management LP | 31,409 | $1.20M | 0.08% | −20,095−39.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 32,027 | $1.22M | 0.24% | +26,072+437.8% | Added |
| Treasurer of the State of North Carolina | 32,360 | $1.23M | 0.01% | +230+0.7% | Added |
| Hancock Whitney Corp | 32,567 | $1.24M | 0.05% | +10,297+46.2% | Added |
| UBS Oconnor LLC | 32,656 | $1.24M | 0.03% | +32,656 | New |
| O'Shaughnessy Asset Management, LLC | 33,466 | $1.28M | 0.02% | −504−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,790 | $1.29M | 0.01% | +41+0.1% | Added |
| Victory Capital Management Inc | 34,273 | $1.31M | 0.00% | −4,554−11.7% | Reduced |
| Independent Financial Group, LLC | 35,775 | $1.36M | 0.11% | +35,775 | New |
| GraniteShares Advisors LLC | 35,897 | $1.37M | 1.21% | +19,559+119.7% | Added |
| Yousif Capital Management, LLC | 38,175 | $1.45M | 0.02% | −240−0.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 38,319 | $1.46M | 0.27% | +5,966+18.4% | Added |
| HSBC Holdings PLC | 38,451 | $1.46M | 0.00% | +4,825+14.3% | Added |
| D. E. Shaw & Co., Inc. | 39,881 | $1.52M | 0.00% | −5,511−12.1% | Reduced |
| Mercer Global Advisors Inc | 40,216 | $1.53M | 0.01% | +10,497+35.3% | Added |
| Keeley-Teton Advisors, LLC | 41,244 | $1.57M | 0.19% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 42,254 | $1.61M | 0.00% | +4,612+12.3% | Added |
| Vestcor Inc | 43,206 | $1.65M | 0.06% | −1,710−3.8% | Reduced |
| Price T Rowe Associates Inc | 43,616 | $1.66M | 0.00% | −30,372−41.0% | Reduced |
| Janus Henderson Group PLC | 44,615 | $1.70M | 0.00% | +30,532+216.8% | Added |
| Pinebridge Investments, L.P. | 44,618 | $1.70M | 0.02% | +23,616+112.4% | Added |
| PFG Advisors | 45,778 | $1.74M | 0.15% | −183−0.4% | Reduced |
| MetLife Investment Management | 45,982 | $1.75M | 0.01% | −1,231−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 48,215 | $1.84M | 0.00% | +27,942+137.8% | Added |
| Mariner, LLC | 48,671 | $1.85M | 0.01% | −3,301−6.4% | Reduced |
| State of Alaska, Department of Revenue | 48,902 | $1.86M | 0.02% | +1,053+2.2% | Added |
| LPL Financial LLC | 49,062 | $1.87M | 0.00% | −6,765−12.1% | Reduced |
| Teacher Retirement System of Texas | 49,983 | $1.90M | 0.01% | +11,973+31.5% | Added |
| Employees Retirement System of Texas | 51,000 | $1.94M | 0.03% | +10,000+24.4% | Added |
| Amalgamated Bank | 51,451 | $1.96M | 0.02% | −6,462−11.2% | Reduced |
| Holocene Advisors, LP | 51,491 | $1.96M | 0.01% | +14,965+41.0% | Added |
| SG Americas Securities, LLC | 51,784 | $1.97M | 0.03% | −14,103−21.4% | Reduced |
| Amundi | 54,034 | $2.04M | 0.00% | +5,365+11.0% | Added |
| Envestnet Asset Management Inc | 556,189 | $2.04M | 0.00% | +500,745+903.2% | Added |
| Advisor Group Holdings, Inc. | 53,891 | $2.05M | 0.00% | −2,082−3.7% | Reduced |
| Manufacturers Life Insurance Company, The | 58,109 | $2.21M | 0.00% | −2,540−4.2% | Reduced |
| Mutual of America Capital Management LLC | 60,358 | $2.30M | 0.03% | −1,267−2.1% | Reduced |
| Wells Fargo & Company | 62,527 | $2.38M | 0.00% | −12,131−16.2% | Reduced |
| Boothbay Fund Management, LLC | 63,462 | $2.42M | 0.07% | +54,118+579.2% | Added |
| AXA S.A. | 63,600 | $2.42M | 0.01% | +11,350+21.7% | Added |
| Oppenheimer & Co Inc | 64,850 | $2.47M | 0.05% | +4,000+6.6% | Added |
| Royal Bank of Canada | 65,900 | $2.51M | 0.00% | −13,312−16.8% | Reduced |
| Texas Permanent School Fund | 67,279 | $2.56M | 0.03% | +16,904+33.6% | Added |
| Nisa Investment Advisors, LLC | 67,321 | $2.56M | 0.02% | +8,815+15.1% | Added |
| Brandywine Global Investment Management, LLC | 67,365 | $2.57M | 0.02% | −34,943−34.2% | Reduced |
| Allianz Asset Management GmbH | 71,102 | $2.71M | 0.01% | +46,836+193.0% | Added |
| Cinctive Capital Management LP | 72,031 | $2.74M | 0.10% | +72,031 | New |
| New York State Common Retirement Fund | 75,041 | $2.86M | 0.00% | −13,168−14.9% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 75,088 | $2.86M | 0.65% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 79,210 | $3.02M | 0.02% | +3,400+4.5% | Added |
| Raymond James & Associates | 82,459 | $3.14M | 0.00% | +45,702+124.3% | Added |
| Qube Research & Technologies Ltd | 82,788 | $3.15M | 0.02% | −263,655−76.1% | Reduced |
| Wedge Capital Management L L P | 84,427 | $3.22M | 0.05% | −4,624−5.2% | Reduced |
| Federated Hermes, Inc. | 85,415 | $3.25M | 0.01% | +6,432+8.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 86,105 | $3.28M | 0.00% | +2,405+2.9% | Added |
| State of New Jersey Common Pension Fund D | 86,436 | $3.29M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 87,338 | $3.33M | 0.01% | 00.0% | Unchanged |
| Putnam Investments LLC | 89,082 | $3.39M | 0.01% | +3,502+4.1% | Added |
| UBS Group AG | 90,735 | $3.46M | 0.00% | +31,744+53.8% | Added |
| California State Teachers Retirement System | 93,617 | $3.57M | 0.01% | −1,388−1.5% | Reduced |
| Ontario Teachers Pension Plan Board | 94,116 | $3.59M | 0.04% | −30,266−24.3% | Reduced |
| Retirement Systems of Alabama | 98,023 | $3.73M | 0.02% | −856−0.9% | Reduced |
| Exchange Traded Concepts, LLC | 98,307 | $3.75M | 0.10% | +5,995+6.5% | Added |
| State of Tennessee, Treasury Department | 98,393 | $3.75M | 0.02% | −19,642−16.6% | Reduced |
| Great West Life Assurance Co | 102,983 | $3.92M | 0.01% | +2,969+3.0% | Added |
| Credit Suisse AG | 104,461 | $3.98M | 0.00% | +2,770+2.7% | Added |
| Commonwealth Equity Services, LLC | 107,838 | $4.11M | 0.01% | +6,568+6.5% | Added |
| New York State Teachers Retirement System | 110,460 | $4.21M | 0.01% | −1,209−1.1% | Reduced |
| Macquarie Group Ltd | 115,319 | $4.39M | 0.01% | +29,593+34.5% | Added |
| STRS Ohio | 115,463 | $4.40M | 0.02% | +14,026+13.8% | Added |
| American International Group, Inc. | 115,747 | $4.41M | 0.03% | −1,083−0.9% | Reduced |
| Swedbank AB | 120,732 | $4.60M | 0.01% | +1,975+1.7% | Added |
| Asset Management One Co.,Ltd. | 123,027 | $4.69M | 0.02% | +3,913+3.3% | Added |
| Zacks Investment Management | 124,381 | $4.74M | 0.06% | +9,997+8.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 125,000 | $4.76M | 0.07% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 126,089 | $4.80M | 0.00% | −758−0.6% | Reduced |
| ExodusPoint Capital Management, LP | 133,026 | $5.07M | 0.06% | +125,767+1,732.6% | Added |
| Public Employees Retirement System of Ohio | 138,427 | $5.27M | 0.02% | +11,782+9.3% | Added |
| Primecap Management Co | 144,200 | $5.49M | 0.00% | −4,080−2.8% | Reduced |
| Virginia Retirement Systems Et Al | 145,240 | $5.53M | 0.06% | −25,660−15.0% | Reduced |
| Ameriprise Financial Inc | 155,021 | $5.92M | 0.00% | −3,549−2.2% | Reduced |
| State of Wisconsin Investment Board | 161,201 | $6.14M | 0.02% | −20,050−11.1% | Reduced |
| Swiss National Bank | 161,888 | $6.17M | 0.00% | −19,300−10.7% | Reduced |
| First Trust Advisors LP | 170,290 | $6.49M | 0.01% | +30,993+22.2% | Added |
| Kempen Capital Management N.V. | 190,200 | $7.25M | 0.14% | +79,200+71.4% | Added |
| Prudential Financial Inc | 168,302 | $8.01M | 0.01% | −32,695−16.3% | Reduced |
| Bank of America Corp | 213,327 | $8.13M | 0.00% | +32,340+17.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 233,631 | $8.90M | 0.02% | +233,631 | New |
| Rhumbline Advisers | 244,062 | $9.30M | 0.01% | −2,750−1.1% | Reduced |
| Westpac Banking Corp | 269,615 | $10.3M | 0.14% | +123,964+85.1% | Added |